13F 机构持仓

Atlantic Edge Private Wealth Management, LLC

JACKSONVILLE FL · SEC CIK 0002011145

2026Q22026Q1 更早 9 个季度 🔒
$4.89亿2026Q2 申报市值
617持仓数
39.9%前十大占比 · 第一大 5.6%
51 / 35新建仓 / 清仓
申报市值走势$4.89亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IEFA 5.6%
EMXC 5.2%
JAAA 4.9%
UITB 4.4%
IJH 3.7%
KLAC 3.6%
IVV 3.6%
MDY 3.2%
IEMG 2.9%
AAPL 2.8%

2026Q2 买入最多 按季末市值估算

BND 加仓+$1,260.83万
UITB 加仓+$896.41万
EMXC 加仓+$779.39万
AFRM 新建仓+$251.05万
FCX 加仓+$152.38万

2026Q2 卖出最多 按季末市值估算

MINT 减仓-$1,127.16万
AMD 减仓-$171.66万
KLAC 减仓-$132.60万
IEMG 减仓-$104.61万
VCSH 减仓-$99.14万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
MCO MOODYS CORP $1.95万0.00%43 00.0% — 不变
J JACOBS SOLUTIONS INC $1.95万0.00%155 00.0% — 不变
VFH VANGUARD WORLD FD $1.97万0.00%150 00.0% — 不变
DECK DECKERS OUTDOOR CORP $1.99万0.00%200 -25-11.1% -$2,482 减仓
BLK BLACKROCK INC $2.02万0.00%21 00.0% — 不变
FLEX FLEX LTD $2.03万0.00%125 125— $2.03万 新建仓
MELI MERCADOLIBRE INC $2.04万0.00%12 12— $2.04万 新建仓
EFG ISHARES TR $2.05万0.00%165 -25-13.2% -$3,111 减仓
LITE LUMENTUM HLDGS INC $2.06万0.00%24 24— $2.06万 新建仓
STM STMICROELECTRONICS N V $2.06万0.00%275 175175.0% $1.31万 加仓
BSX BOSTON SCIENTIFIC CORP $2.06万0.00%483 23897.1% $1.02万 加仓
SCHG SCHWAB STRATEGIC TR $2.06万0.00%609 00.0% — 不变
APH AMPHENOL CORP $2.06万0.00%117 1071,070.0% $1.89万 加仓
YUM YUM BRANDS INC $2.08万0.00%130 00.0% — 不变
CACI CACI INTL INC $2.08万0.00%45 00.0% — 不变
QCOM QUALCOMM INC $2.13万0.00%115 54.5% $924 加仓
SCHE SCHWAB STRATEGIC TR $2.15万0.00%592 00.0% — 不变
XOVR ENTREPRENEURSHARES SERIES TR $2.16万0.00%1,025 1,025— $2.16万 新建仓
FNDX SCHWAB STRATEGIC TR $2.17万0.00%699 00.0% — 不变
GWW WW GRAINGER INC $2.18万0.00%16 00.0% — 不变
USTB VICTORY PORTFOLIOS II $2.20万0.00%435 385770.0% $1.95万 加仓
DFH DREAM FINDERS HOMES INC $2.22万0.00%1,288 00.0% — 不变
UNM UNUM GROUP $2.23万0.00%250 00.0% — 不变
WDC WESTERN DIGITAL CORP $2.24万0.00%35 00.0% — 不变
MU MICRON TECHNOLOGY INC $2.27万0.00%20 15300.0% $1.70万 加仓
LNG CHENIERE ENERGY INC $2.27万0.00%95 -30-24.0% -$7,170 减仓
MNST MONSTER BEVERAGE CORP NEW $2.31万0.00%240 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $2.36万0.00%41 1664.0% $9,227 加仓
PPL PPL CORP $2.37万0.00%653 00.0% — 不变
CAH CARDINAL HEALTH INC $2.38万0.00%100 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $2.38万0.00%82 22.5% $581 加仓
CIB GRUPO CIBEST SA $2.38万0.00%300 00.0% — 不变
— TIDAL TRUST III $2.40万0.00%1,300 00.0% — 不变
SPGI S&P GLOBAL INC $2.40万0.00%59 41227.8% $1.67万 加仓
COR CENCORA INC $2.41万0.00%85 00.0% — 不变
BTI BRITISH AMERN TOB PLC $2.47万0.01%400 00.0% — 不变
VB VANGUARD INDEX FDS $2.49万0.01%82 00.0% — 不变
ABG ASBURY AUTOMOTIVE GROUP INC $2.51万0.01%125 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $2.51万0.01%67 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $2.52万0.01%93 00.0% — 不变
BJ BJS WHSL CLUB HLDGS INC $2.53万0.01%290 00.0% — 不变
TDG TRANSDIGM GROUP INC $2.53万0.01%19 872.7% $1.07万 加仓
ORLY OREILLY AUTOMOTIVE INC $2.61万0.01%283 6831.6% $6,262 加仓
RMD RESMED INC $2.61万0.01%134 00.0% — 不变
IWB ISHARES TR $2.66万0.01%65 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $2.70万0.01%219 7956.4% $9,726 加仓
MMM 3M CO $2.75万0.01%170 -10-5.6% -$1,619 减仓
INTC INTEL CORP $2.79万0.01%200 00.0% — 不变
OR OR ROYALTIES INC. $2.85万0.01%900 00.0% — 不变
XLY SELECT SECTOR SPDR TR $2.93万0.01%250 00.0% — 不变
PH PARKER-HANNIFIN CORP $2.93万0.01%30 18150.0% $1.76万 加仓
PGR PROGRESSIVE CORP $3.04万0.01%139 4852.7% $1.05万 加仓
SCHX SCHWAB STRATEGIC TR $3.09万0.01%1,050 00.0% — 不变
IUSG ISHARES TR $3.10万0.01%165 00.0% — 不变
COF CAPITAL ONE FINL CORP $3.11万0.01%155 00.0% — 不变
DDS DILLARDS INC $3.17万0.01%60 00.0% — 不变
HONA HONEYWELL AEROSPACE INC $3.18万0.01%144 144— $3.18万 新建仓
VV VANGUARD INDEX FDS $3.20万0.01%93 00.0% — 不变
HON HONEYWELL INTL INC $3.22万0.01%144 -107-42.6% -$2.40万 减仓
TCHP T ROWE PRICE EXCHANGE-TRADED $3.27万0.01%652 00.0% — 不变
ITA ISHARES TR $3.27万0.01%135 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $3.28万0.01%110 1010.0% $2,979 加仓
NEM NEWMONT CORP $3.36万0.01%360 00.0% — 不变
VDC VANGUARD WORLD FD $3.38万0.01%150 00.0% — 不变
SU SUNCOR ENERGY INC NEW $3.41万0.01%635 00.0% — 不变
CEF SPROTT ASSET MANAGEMENT LP $3.42万0.01%850 00.0% — 不变
— DBX ETF TR $3.44万0.01%838 00.0% — 不变
HIMS HIMS & HERS HEALTH INC $3.47万0.01%1,000 1,000— $3.47万 新建仓
XLU SELECT SECTOR SPDR TR $3.58万0.01%790 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $3.61万0.01%1,000 00.0% — 不变
RGTI RIGETTI COMPUTING INC $3.73万0.01%1,930 00.0% — 不变
ASTS AST SPACEMOBILE INC $3.73万0.01%420 -200-32.3% -$1.78万 减仓
CF CF INDUSTRIES HOLD $3.73万0.01%345 00.0% — 不变
VRT VERTIV HOLDINGS CO $3.85万0.01%115 65130.0% $2.18万 加仓
ISRG INTUITIVE SURGICAL INC $3.90万0.01%98 2840.0% $1.11万 加仓
AZN ASTRAZENECA PLC $3.93万0.01%207 00.0% — 不变
WULF TERAWULF INC $3.95万0.01%1,600 1006.7% $2,470 加仓
HLT HILTON WORLDWIDE HLDGS INC $3.97万0.01%120 00.0% — 不变
LYB LYONDELLBASELL INDUSTRIES NV $3.98万0.01%755 00.0% — 不变
WELL WELLTOWER INC $3.99万0.01%176 00.0% — 不变
SLQD ISHARES TR $4.03万0.01%800 -500-38.5% -$2.52万 减仓
FNF FIDELITY NATL FINL INC $4.05万0.01%858 00.0% — 不变
ED CONSOLIDATED EDISON INC $4.05万0.01%366 00.0% — 不变
TOL TOLL BROTHERS INC $4.12万0.01%250 00.0% — 不变
WCC WESCO INTL INC $4.15万0.01%120 120— $4.15万 新建仓
GFS GLOBALFOUNDRIES INC $4.15万0.01%503 00.0% — 不变
GD GENERAL DYNAMICS CORP $4.18万0.01%118 87.3% $2,834 加仓
USB US BANCORP $4.23万0.01%700 507.7% $3,020 加仓
— FRANKLIN TEMPLETON DIGITAL H $4.24万0.01%1,250 00.0% — 不变
SCZ ISHARES TR $4.25万0.01%516 00.0% — 不变
FTV FORTIVE CORP $4.34万0.01%711 00.0% — 不变
LAMR LAMAR ADVERTISING CO $4.38万0.01%281 00.0% — 不变
VXUS VANGUARD STAR FDS $4.52万0.01%529 12731.6% $1.09万 加仓
RNST RENASANT CORP $4.67万0.01%1,098 00.0% — 不变
NBIS NEBIUS GROUP N.V. $4.71万0.01%171 96128.0% $2.65万 加仓
BE BLOOM ENERGY CORP $4.84万0.01%160 00.0% — 不变
MDT MEDTRONIC PLC $4.91万0.01%628 00.0% — 不变
ET ENERGY TRANSFER L P $4.97万0.01%2,600 00.0% — 不变
LIN LINDE PLC $4.98万0.01%96 2841.2% $1.45万 加仓
GM GENERAL MTRS CO $5.01万0.01%650 00.0% — 不变